Workflow
铂靶期货和期权
icon
Search documents
广期所李慕春:广期所碳酸锂期货成国际定价基准,增强我国锂电产业全球议价能力
Xin Lang Cai Jing· 2025-12-05 06:19
Group 1 - The "Southern Finance Forum 2025 Annual Meeting" will be held on December 5-6 in Guangzhou, focusing on the theme "The Power of Consensus - Innovation Surge, China's Asset Revaluation" [1][5] - Liu Shijun, Chief Advisor of the China Council for International Cooperation on Environment and Development, will attend and speak at the forum [1][5] Group 2 - Since its establishment, the Guangxi Futures Exchange has listed futures and options for industrial silicon, lithium carbonate, and polysilicon, forming a preliminary domestic financial futures sector for new energy [3][7] - As of October this year, the average daily trading volume for industrial silicon, lithium carbonate, and polysilicon futures has exceeded 300,000 contracts, indicating a continuous increase in market activity [3][7] - The price discovery function has effectively reflected supply and demand changes, with the term correlation for industrial silicon and lithium carbonate reaching 0.99, and 0.94 for polysilicon [3][7] Group 3 - Industrial silicon, lithium carbonate, and polysilicon serve as essential risk management tools for the photovoltaic and new energy vehicle industries [3][7] - The price of lithium carbonate dropped from 600,000 yuan per ton to around 65,000 yuan, creating significant pressure on enterprise operations [3][7] - Following the listing of lithium carbonate futures, more companies have utilized futures hedging to manage price risks and optimize inventory management, achieving stable development in a counter-cyclical environment [3][7] Group 4 - On November 27, platinum target futures and options were officially listed on the Guangxi Futures Exchange, further enriching the futures tools supporting the stable development of the new energy industry [4][8] - Platinum targets are crucial raw materials for green industries such as automotive exhaust treatment and are also key in wind power and hydrogen energy sectors [4][8] Group 5 - The Guangxi Futures Exchange has helped stabilize operations for enterprises and expand procurement and sales channels through price signals since the listing of the three major products [4][8] - The futures market provides transparent and continuous price references for industry development planning, helping guide orderly capacity deployment [4][8] - The carbon carbonate futures, being unique to China and utilizing physical delivery, have become an important reference for international market pricing [4][8] - Some companies have started using Guangxi Futures Exchange prices as a pricing benchmark in international trade, enhancing the international bargaining power of China's lithium battery industry [4][8]